Burling Wealth Partners
TYL icon

Burling Wealth Partners’s Tyler Technologies TYL Stock Holding History

Burling Wealth Partners’s Portfolio TYL Stock Details TYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-6,147
Closed -$1.8M – 187
2026
Q2 		$1.8M Buy
6,147
+67
+1% +$21.2K 0.26% 75
2026
Q1 		$2.08M Buy
6,080
+1,405
+30% +$523K 0.34% 71
2025
Q4 		$2.12M Sell
4,675
-1,226
-21% -$584K 0.33% 69
2025
Q3 		$3.09M Buy
5,901
+3,224
+120% +$1.81M 0.51% 55
2025
Q2 		$1.59M Buy
+2,677
New +$1.52M 0.29% 77

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Geode Capital Management
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Local Pensions Partnership Investment
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Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mizuho Markets Cayman
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.12B AUM 114.77% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Burling Wealth Partners's TYL Position: Q3 2026 in Review

Burling Wealth Partners sold out of Tyler Technologies (TYL) in Q3 2026, closing a stake of 6,147 shares — an estimated $1.8M sold.

Burling Wealth Partners first reported a position in TYL in Q2 2025 and held it in 5 quarters. The position peaked at $3.09M in Q3 2025. 402 funds tracked by Wall St. Rank hold TYL as of Q3 2026.

  • Burling Wealth Partners reported no remaining Tyler Technologies position as of Q3 2026 after selling out during the quarter.
  • Burling Wealth Partners sold 6,147 Tyler Technologies shares in Q3 2026, an estimated $1.8M.
  • Burling Wealth Partners first reported a position in Tyler Technologies in Q2 2025 and held it in 5 quarters.
  • Burling Wealth Partners's Tyler Technologies position peaked at $3.09M in Q3 2025.
  • 402 funds tracked by Wall St. Rank held Tyler Technologies as of Q3 2026.

Based on Burling Wealth Partners's 13F filing for Q3 2026, filed 9 Nov 2026.